Drew Rossi

Drew Rossi is an Analyst at Carter Morse & Goodrich, having joined in August 2018. Drew supports the Managing Directors in M&A transactions, valuation analysis, and marketing initiatives. He is currently studying to pass the Series 79, 63 and 82 exams with FINRA.

Prior to joining CMG, Drew worked as an Equity Analyst at Alexander Capital Advisors. At Alexander Capital Advisors, Drew’s work included research and financial modelling of small-cap publicly traded equities. Prior to his work with Alexander Capital Advisors, Drew worked as a Financial Analyst for the City of Springfield, Massachusetts. In this role, Drew served as the acting Chief Financial Officer of a Federally Qualified Health Center managed by the City of Springfield. The health center’s mission was to provide quality primary health care to the homeless and at-risk of homeless population in the pioneer valley.

Drew attended the University of Massachusetts, Amherst where he earned a Bachelor of Science Degree. As a student at the University of Massachusetts, Drew was a member of the Men’s Basketball team. In 2017 Drew completed a Master of Business Administration degree with a Finance emphasis from Fairfield University.

In a previous career, Drew was a strength and conditioning coach and director of a strength and conditioning program with over 150 athletes. He worked extensively with professional athletes and Division 1 and 2 collegiate athletes, including All-Americans and even an Olympic athlete.

Securities are offered through Carter Capital Corporation, memberFINRA and SIPC.

This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied on for accounting, legal, tax or other professional advice. While the information herein is deemed reliable, CMG cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.